Adding Tax File Number to Payee after 28 Days
Where a payee has a tax type of PAYG the payee's Tax File Number (TFN) declaration must be recorded on their payee record before the payee record can be saved, if a Payee supplies their TFN after the 28 Day rule has been applied follow the steps below to enter.
Step-by-step guide
- Open the Payee record
Add New Validity date to Payee record
Change Tax scale from 4a or 4b (this Tax scale is automatically selected once the 28 days has elapsed) to corresponding Tax Scale supplied from TFN Declaration
'TFN Number:' field becomes available to enter TFN
Save
Once the above has been completed the No TFN Provided (28 day rule applied): flag will automatically unflag.